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W&T Offshore

141 hedge funds and large institutions have $115M invested in W&T Offshore in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

1.93% less ownership

Funds ownership: 38.4%36.47% (-1.9%)

3% less funds holding

Funds holding: 146141 (-5)

23% less capital invested

Capital invested by funds: $150M → $115M (-$35M)

80% less call options, than puts

Call options by funds: $320K | Put options by funds: $1.59M

Holders
141
Holders Change
-5
Holders Change %
-3.42%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
56
Reduced
42
Closed
32
Calls
$320K
Puts
$1.59M
Net Calls
-$1.27M
Net Calls Change
-$798K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
101
Sippican Capital Advisors
Massachusetts
$29.1K
Principal Financial Group
102
Principal Financial Group
Iowa
$29.1K +$824 +355 +3%
NIMC
103
Nierenberg Investment Management Company
Washington
$29K
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$29K +$7.84K +3,379 +32%
ProShare Advisors
105
ProShare Advisors
Maryland
$28.2K -$10.4K -4,496 -25%
Victory Capital Management
106
Victory Capital Management
Texas
$27K -$413 -178 -1%
CWM
107
CCG Wealth Management
California
$25.6K +$27.8K +11,973 New
SSA
108
Schonfeld Strategic Advisors
New York
$24.4K -$80.3K -34,600 -75%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$23.6K +$121 +52 +0.5%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$23.6K +$25.5K +11,006 New
RJA
111
Raymond James & Associates
Florida
$22.9K +$24.9K +10,715 New
Legal & General Group
112
Legal & General Group
United Kingdom
$22.2K -$157K -67,644 -87%
AIP
113
Ameritas Investment Partners
Nebraska
$20.8K
California State Teachers Retirement System (CalSTRS)
114
California State Teachers Retirement System (CalSTRS)
California
$15.3K -$220K -94,925 -93%
AAP
115
Arax Advisory Partners
Colorado
$14.6K +$15.8K +6,821 New
AF
116
Allworth Financial
California
$9.49K +$6.09K +2,624 +195%
EWA
117
EverSource Wealth Advisors
Alabama
$7.87K +$6.67K +2,874 +737%
AB
118
Amalgamated Bank
New York
$7K
LC
119
Lindbrook Capital
California
$6.71K -$3.54K -1,524 -33%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.59K +2,407 +448%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.69K +$3.71K +1,596 +150%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$4.47K -$24K -10,321 -83%
PA
123
Parallel Advisors
California
$3.93K +$3.45K +1,486 +425%
Osaic Holdings
124
Osaic Holdings
Arizona
$3.7K -$2.27K -980 -36%
Optiver Holding
125
Optiver Holding
Netherlands
$3.54K +$3.84K +1,653 New